Broadridge Financial Solutions, Inc.
IT ˙ BIT ˙ US11133T1034
DETTE SYMBOL ER IKKE LÆNGERE AKTIVT
197,00 € ↑4,00 (2,07%)
2025-11-20
DEL PRIS
SecurityIT:1BR / Broadridge Financial Solutions, Inc.
InstitutionLyell Wealth Management, Lp
Latest Disclosed Ownership2,297 shares
Latest Disclosed Value $ 373,217
Lyell Wealth Management, Lp reports 94.35% decrease in ownership of 1BR / Broadridge Financial Solutions, Inc.

On May 7, 2026 - Lyell Wealth Management, Lp filed a 13F-HR form disclosing ownership of 2,297 shares of Broadridge Financial Solutions, Inc. (IT:1BR) valued at $373,217 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 40,619 shares of Broadridge Financial Solutions, Inc.. This represents a change in shares of -94.35% during the quarter. The current value of the position is $452,509 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-07 2026-03-31 13F BROADRIDGE FINL SOLUTIONS INC COM Stock 11133T103 2,297 -38,322 -94.35 373 -95.89 0.0274
2026-02-11 2025-12-31 13F BROADRIDGE FINL SOLUTIONS INC COM Stock 11133T103 40,619 1,036 2.62 9,065 -3.84
2025-11-06 2025-09-30 13F BROADRIDGE FINL SOLUTIONS INC COM Stock 11133T103 39,583 1,456 3.82 9,428 1.74 0.7003
2025-07-29 2025-06-30 13F BROADRIDGE FINL SOLUTIONS INC COM Stock 11133T103 38,127 2,126 5.91 9,266 6.16 0.7319
2025-05-08 2025-03-31 13F BROADRIDGE FINL SOLUTIONS INC COM Stock 11133T103 36,001 6,024 20.10 8,729 28.79 0.8159
2025-02-03 2024-12-31 13F BROADRIDGE FINL SOLUTIONS INC COM Stock 11133T103 29,977 10,334 52.61 6,778 60.48 0.6075
2024-10-23 2024-09-30 13F BROADRIDGE FINL SOLUTIONS INC COM Stock 11133T103 19,643 19,643 4,224 0.3841
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.